Power of Outsourcing Investment Management

A Study that Uncovers How Investment Management Outsourcing Enhances Financial Advisors' Businesses

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Financial advisors are under tremendous pressure to meet increasing client expectations, manage their businesses, and stay compliant in an evolving regulatory landscape. AssetMark engaged Q8 Research to survey more than 700 advisors on the topic of investment management outsourcing to better understand the barriers and benefits.

  • Nearly 9 out of 10 advisors attest that the benefits of outsourcing investment management have met or exceeded their expectations 
  • 86% of advisors agree outsourcing has made them more successful

Why AssetMark?

When asked about the benefits of outsourcing, advisors who work with AssetMark cite higher levels of satisfaction and increased benefits compared to advisors who work primarily with another outsource provider.

Being aligned with a firm that has so many options is a real positive. They're doing the due diligence and the rigorous process of evaluating investment strategies that I would never be able to as effectively.

AssetMark Advisor